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Sonora Investment Management Group’s Eli Lilly LLY Stock Holding History

Sonora Investment Management Group’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.36M Sell
3,095
-125
-4% -$93K 0.17% 93
2025
Q2 		$2.51M Buy
3,220
+170
+6% +$132K 0.19% 92
2025
Q1 		$2.52M Buy
3,050
+127
+4% +$106K 0.2% 92
2024
Q4 		$2.26M Sell
2,923
-42
-1% -$34.8K 0.17% 100
2024
Q3 		$2.63M Buy
2,965
+553
+23% +$497K 0.19% 95
2024
Q2 		$1.88M Hold
2,412
– – 0.15% 114
2024
Q1 		$1.88M Buy
2,412
+89
+4% +$63.3K 0.15% 114
2023
Q4 		$1.35M Sell
2,323
-1
-0% -$584 0.11% 120
2023
Q3 		$1.25M Buy
2,324
+191
+9% +$98.4K 0.11% 129
2023
Q2 		$1M Sell
2,133
-118
-5% -$49.5K 0.08% 135
2023
Q1 		$773K Sell
2,251
-303
-12% -$102K 0.07% 147
2022
Q4 		$935K Buy
2,554
+171
+7% +$60.6K 0.09% 137
2022
Q3 		$773K Hold
2,383
– – 0.1% 114
2022
Q2 		$773K Buy
2,383
+70
+3% +$21K 0.07% 145
2022
Q1 		$663K Hold
2,313
– – 0.08% 122
2021
Q4 		$639K Buy
+2,313
New +$586K 0.07% 121

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sonora Investment Management Group's LLY Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Eli Lilly (LLY) stake by 3.9% in Q3 2025, selling an estimated $93K and leaving 3,095 shares worth $2.36M. The position accounts for 0.17% of the portfolio, ranked #93.

Sonora Investment Management Group first reported a position in LLY in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.63M in Q3 2024. 3,898 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Sonora Investment Management Group held 3,095 shares of Eli Lilly worth $2.36M as of Q3 2025.
  • Sonora Investment Management Group sold 125 Eli Lilly shares in Q3 2025, an estimated $93K.
  • Eli Lilly made up 0.17% of Sonora Investment Management Group's portfolio in Q3 2025, its #93 holding.
  • Sonora Investment Management Group first reported a position in Eli Lilly in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Eli Lilly position peaked at $2.63M in Q3 2024.
  • 3,898 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.